Morningstar
ANALYSIS: Time running out for Europe’s closet trackers
With returns from European equities distinctly harder to come by than during the QE inspired climb last year, active funds falling short in active share terms are going to find investors less forgiving.
Forth Capital switches to passive funds with Morningstar
Geneva-headquartered financial advisory group Forth Capital has partnered with Morningstar to offer a passive and ETF-based investment proposition across all its offices.
Investment | 11 Nov 15
ANALYSIS: Tulloch’s departure – Can his team continue his legacy?
Whenever a high profile fund manager leaves a group, it prompts considerable hand-wringing among investors about whether they should remain invested in their funds.
Morningstar to launch ESG fund scores in Q4
Morningstar plans to provide environmental, social and governance ratings for both mutual funds and ETFs by the fourth quarter of the year, it said on Thursday.
Every which way: Global fixed income picks with Morningstar
Global bonds have experienced a volatile six months, putting yields under pressure and requiring tactical thinking.